How do I create projects?

Modified on Tue, 10 Dec, 2024 at 3:02 PM

If you use Project costs in your accounting software, within Capture Expense, you can create projects to which a user can apply expenses in order for you to keep track of what to bill your customers. It allows a user to apply a project to an Expense claim.

Once you have created project, you must assign it to a Category. Then, when the user creates an Expense claim, the Project code is automatically attached to the claim.

To create a project

Sign in to Capture Expense.
Navigate to the Project page.
Go to Setup> Project.
Click the + Project button. The Project page appears.
Ensure the Active option is selected.
Enter the project Code.
Enter the project's Name.
Click the Save button. The Project record is created.

To assign a project a category

Navigate to Categories.
Go to Setup> Categories.
Click the Edit icon on the relevant Category's record. The Category page appears.
Select the Enable (Project, Task) option. The options associated to the Project and Task appear.
Select whether the Project and/or Task is required, Read only, or if you want to hide the project option on the Expense claim.
Click in the Project field. The Project side menu appears.
Select the relevant Project.
Select the Task, if applicable.
Click the Save button on the Category. The Project is attached to the Category. Now, when a user selects the Category when creating an Expense claim, the Project code is automatically assigned to the claim.